S&P Global Inc. (SPGI) Growth of $10K (Lump Sum & DCA)© 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$36,885+$26,885 · +268.85%
Total invested$10,000
Annualised (CAGR)+13.96%
Max drawdown-39.10%
SIP · Monthly122 contributions
$100 every month
$19,247+$7,047 · +57.76%
Total invested$12,200
Money-weighted (XIRR)+8.86%
Max drawdown-33.69%
SIP · Biweekly261 contributions
$100 every two weeks
$41,075+$14,975 · +57.38%
Total invested$26,100
Money-weighted (XIRR)+8.83%
Max drawdown-33.80%
Best 12-month stretch+69.77%Dec 2018 → Dec 2019
Worst 12-month stretch-34.89%Oct 2021 → Oct 2022
Deepest drawdown-39.10%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,374on $10,000, trailing 10 years
Growth of your contributions
It would be worth$56,132after your settings in SPGI
Profit+$33,932+152.85% on money in
Annualised return+12.59%Money-weighted (XIRR)
Deepest dip-37.66%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-11.06% | -10.12% | -2.85% | -12.33% | +5.49% p.a. | +0.24% p.a. | +13.96% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -12.92% | +59.32% | +2.76% | +62.34% | +19.70% | +44.68% | -28.38% | +32.79% | +14.29% | +3.38% | -18.11% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $8,975 | -$1,325 | -12.87% |
| 2017 | $11,500 | $15,740 | +$4,240 | +36.87% |
| 2018 | $12,800 | $17,368 | +$4,568 | +35.69% |
| 2019 | $14,000 | $29,644 | +$15,644 | +111.74% |
| 2020 | $15,200 | $36,767 | +$21,567 | +141.89% |
| 2021 | $16,400 | $54,638 | +$38,238 | +233.16% |
| 2022 | $17,600 | $40,245 | +$22,645 | +128.66% |
| 2023 | $18,800 | $54,876 | +$36,076 | +191.89% |
| 2024 | $20,100 | $64,124 | +$44,024 | +219.02% |
| 2025 | $21,300 | $67,501 | +$46,201 | +216.91% |
| 2026 (YTD) | $22,200 | $56,132 | +$33,932 | +152.85% |